| 5/20/2025 | Focus Partners Wealth | 312,807 | $10.54M | 0.0% | +1,844.2% | 2.870% | |
| 5/19/2025 | Jane Street Group LLC | 201,069 | $6.77M | 0.0% | +539.4% | 1.845% | |
| 5/15/2025 | EP Wealth Advisors LLC | 21,139 | $712K | 0.0% | +9.0% | 0.194% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 47,794 | $1.61M | 0.0% | +25.7% | 0.438% | |
| 5/15/2025 | Betterment LLC | 20,819 | $701K | 0.0% | +18.2% | 0.191% | |
| 5/14/2025 | Heritage Financial Services LLC | 60,881 | $2.05M | 0.2% | -17.6% | 0.559% | |
| 5/13/2025 | RW Investment Management LLC | 27,429 | $924K | 0.1% | -10.5% | 0.252% | |
| 5/13/2025 | Francis Financial Inc. | 119,335 | $4.02M | 1.0% | -1.0% | 1.095% | |
| 5/13/2025 | Heck Capital Advisors LLC | 11,522 | $388K | 0.0% | N/A | 0.106% | |
| 5/12/2025 | Balanced Rock Investment Advisors LLC | 87,112 | $2.93M | 2.3% | +3.7% | 0.799% | |
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| 5/12/2025 | Townsquare Capital LLC | 56,127 | $1.89M | 0.0% | -9.4% | 0.515% | |
| 5/12/2025 | Truepoint Inc. | 33,140 | $1.12M | 0.0% | +3.4% | 0.304% | |
| 5/9/2025 | Chicago Partners Investment Group LLC | 6,772 | $234K | 0.0% | +5.8% | 0.062% | |
| 5/9/2025 | North Ridge Wealth Advisors Inc. | 12,529 | $422K | 0.3% | -4.0% | 0.115% | |
| 5/9/2025 | Navigoe LLC | 34,734 | $1.17M | 1.0% | -3.5% | 0.319% | |
| 5/8/2025 | Momentous Wealth Management Inc. | 20,055 | $675K | 0.5% | +16.8% | 0.184% | |
| 5/8/2025 | Abacus Wealth Partners LLC | 525,544 | $17.70M | 2.7% | +1.0% | 4.822% | |
| 5/8/2025 | Modera Wealth Management LLC | 16,842 | $567K | 0.0% | -4.2% | 0.155% | |
| 5/8/2025 | Delap Wealth Advisory LLC | 7,754 | $261K | 0.1% | N/A | 0.071% | |
| 5/7/2025 | AWM Capital LLC | 882,216 | $29.71M | 3.5% | +3.6% | 8.094% | |
| 5/7/2025 | Drive Wealth Management LLC | 56,127 | $1.89M | 0.4% | -6.9% | 0.515% | |
| 5/6/2025 | Grand Wealth Management LLC | 6,531 | $220K | 0.1% | -6.3% | 0.060% | |
| 5/6/2025 | Morling Financial Advisors LLC | 19,945 | $672K | 0.2% | +34.4% | 0.183% | |
| 5/5/2025 | Parkworth Wealth Management Inc. | 3,273 | $110K | 0.1% | +19.0% | 0.030% | |
| 5/5/2025 | Nwam LLC | 23,067 | $777K | 0.1% | +4.6% | 0.212% | |
| 5/2/2025 | Forum Financial Management LP | 395,611 | $13.32M | 0.2% | +1.7% | 3.629% | |
| 5/2/2025 | MB Generational Wealth LLC | 16,780 | $565K | 0.4% | -5.1% | 0.154% | |
| 5/2/2025 | Parcion Private Wealth LLC | 8,448 | $285K | 0.0% | +7.0% | 0.078% | |
| 5/1/2025 | Asset Dedication LLC | 80,193 | $2.70M | 0.2% | -8.4% | 0.736% | |
| 4/29/2025 | Financial Counselors Inc. | 7,499 | $253K | 0.0% | -13.7% | 0.069% | |
| 4/29/2025 | von Borstel & Associates Inc. | 4,909 | $165K | 0.0% | N/A | 0.045% | |
| 4/29/2025 | New Capital Management LP | 69,258 | $2.33M | 0.7% | +11.3% | 0.635% | |
| 4/28/2025 | North Capital Inc. | 2,000 | $67K | 0.1% | N/A | 0.018% | |
| 4/28/2025 | Equita Financial Network Inc. | 6,573 | $221K | 0.1% | N/A | 0.060% | |
| 4/28/2025 | Quarry Hill Advisors LLC | 28,787 | $970K | 0.6% | +25.8% | 0.264% | |
| 4/28/2025 | BetterWealth LLC | 13,640 | $459K | 0.1% | -23.7% | 0.125% | |
| 4/25/2025 | EnRich Financial Partners LLC | 10,254 | $345K | 0.1% | +6.1% | 0.094% | |
| 4/25/2025 | Root Financial Partners LLC | 6,739 | $227K | 0.0% | N/A | 0.062% | |
| 4/24/2025 | Klaas Financial Asset Advisors LLC | 45,971 | $1.55M | 0.3% | +25.7% | 0.434% | |
| 4/23/2025 | Allodium Investment Consultants LLC | 61,119 | $2.06M | 1.5% | +4.4% | 0.577% | |
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| 4/23/2025 | Sequoia Financial Advisors LLC | 15,056 | $507K | 0.0% | N/A | 0.142% | |
| 4/23/2025 | Pure Financial Advisors LLC | 44,405 | $1.50M | 0.0% | +39.1% | 0.419% | |
| 4/23/2025 | Perigon Wealth Management LLC | 43,018 | $1.45M | 0.0% | +11.7% | 0.406% | |
| 4/23/2025 | Northland Capital Management LLC | 21,093 | $710K | 0.5% | -9.4% | 0.199% | |
| 4/23/2025 | RAM Investment Partners LLC | 56,623 | $1.91M | 0.5% | +6.5% | 0.534% | |
| 4/23/2025 | Citrine Capital LLC | 302,513 | $10.19M | 6.4% | +6.2% | 2.854% | |
| 4/22/2025 | Cordant Inc. | 33,101 | $1.12M | 0.6% | -1.0% | 0.312% | |
| 4/21/2025 | Flagstone Financial Management | 7,533 | $254K | 0.1% | N/A | 0.071% | |
| 4/21/2025 | Compass Capital Corp MA ADV | 6,357 | $205K | 0.1% | N/A | 0.060% | |
| 4/18/2025 | Planning Center Inc. | 40,854 | $1.38M | 0.2% | -4.2% | 0.385% | |
| 4/18/2025 | Five Oceans Advisors | 332,401 | $11.20M | 5.4% | +0.7% | 3.136% | |
| 4/17/2025 | Adero Partners LLC | 210,308 | $7.08M | 0.5% | +1.9% | 1.984% | |
| 4/17/2025 | Retirement Solution LLC | 262,876 | $8.85M | 2.4% | +25.6% | 2.480% | |
| 4/17/2025 | RHS Financial LLC | 11,531 | $388K | 0.2% | +3.1% | 0.109% | |
| 4/17/2025 | Brighton Jones LLC | 64,482 | $2.17M | 0.1% | +8.4% | 0.608% | |
| 4/16/2025 | Meritas Wealth Management LLC | 15,939 | $537K | 0.3% | +72.4% | 0.150% | |
| 4/16/2025 | Wealth Advisors Northwest LLC | 6,370 | $215K | 0.1% | N/A | 0.060% | |
| 4/16/2025 | Schoolcraft Capital LLC | 58,270 | $1.96M | 0.4% | -16.5% | 0.550% | |
| 4/15/2025 | Fiduciary Financial Group LLC | 8,271 | $259K | 0.1% | -18.5% | 0.078% | |
| 4/15/2025 | Simplicity Wealth LLC | 10,237 | $345K | 0.0% | N/A | 0.097% | |
| 4/14/2025 | Henrickson Nauta Wealth Advisors Inc. | 17,437 | $547K | 0.2% | +58.5% | 0.165% | |
| 4/14/2025 | Greenspring Advisors LLC | 74,120 | $2.50M | 0.6% | -44.4% | 0.699% | |
| 4/10/2025 | Apella Capital LLC | 47,847 | $1.52M | 0.1% | +29.3% | 0.451% | |
| 4/9/2025 | Arlington Financial Advisors LLC | 9,071 | $306K | 0.1% | -11.8% | 0.086% | |
| 4/9/2025 | Quantum Financial Advisors LLC | 583,918 | $19.67M | 2.9% | +5.9% | 5.509% | |
| 4/7/2025 | AdvisorNet Financial Inc | 10,570 | $356K | 0.0% | +9.8% | 0.100% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 99,943 | $3.31M | 0.0% | -0.7% | 0.961% | |
| 2/21/2025 | Vermillion Wealth Management Inc. | 3,832 | $127K | 0.1% | N/A | 0.050% | |
| 2/19/2025 | Pinney & Scofield Inc. | 1,031 | $34K | 0.0% | N/A | 0.013% | |
| 2/18/2025 | Orion Capital Management LLC | 2,898 | $96K | 0.0% | N/A | 0.038% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 38,012 | $1.26M | 0.0% | +29.9% | 0.494% | |
| 2/17/2025 | Focus Partners Wealth | 16,089 | $533K | 0.0% | +25.6% | 0.209% | |
| 2/17/2025 | Francis Financial Inc. | 120,557 | $3.99M | 0.9% | -1.0% | 1.566% | |
| 2/17/2025 | EP Wealth Advisors LLC | 19,399 | $643K | 0.0% | N/A | 0.252% | |
| 2/14/2025 | Jane Street Group LLC | 31,447 | $1.04M | 0.0% | -85.1% | 0.408% | |
| 2/14/2025 | Rehmann Capital Advisory Group | 7,255 | $240K | 0.0% | +14.2% | 0.094% | |
| 2/14/2025 | Navigoe LLC | 36,001 | $1.19M | 1.2% | N/A | 0.468% | |
| 2/14/2025 | WealthCollab LLC | 1,467 | $49K | 0.0% | +256.1% | 0.019% | |
| 2/14/2025 | Betterment LLC | 17,614 | $584K | 0.0% | +67.4% | 0.229% | |
| 2/14/2025 | OneDigital Investment Advisors LLC | 68,080 | $2.26M | 0.0% | +8.4% | 0.884% | |
| 2/14/2025 | Forum Financial Management LP | 388,959 | $12.89M | 0.2% | +4.3% | 5.051% | |
| 2/14/2025 | Bridge Generations Wealth Management LLC | 10,753 | $356K | 0.2% | N/A | 0.140% | |
| 2/14/2025 | Balanced Rock Investment Advisors LLC | 84,002 | $2.78M | 2.2% | N/A | 1.091% | |
| 2/13/2025 | NewEdge Advisors LLC | 12,068 | $400K | 0.0% | +8.6% | 0.157% | |
| 2/13/2025 | Townsquare Capital LLC | 61,953 | $2.05M | 0.0% | +4.0% | 0.805% | |
| 2/12/2025 | Grand Wealth Management LLC | 6,968 | $231K | 0.1% | +9.4% | 0.090% | |
| 2/12/2025 | Physician Wealth Advisors Inc. | 4,967 | $165K | 0.0% | N/A | 0.065% | |
| 2/12/2025 | Rockbridge Investment Management LCC | 14,355 | $476K | 0.1% | +6.3% | 0.186% | |
| 2/12/2025 | Foundation Wealth Management LLC PA | 6,275 | $208K | 0.1% | N/A | 0.081% | |
| 2/12/2025 | Financial Counselors Inc. | 8,686 | $288K | 0.0% | N/A | 0.113% | |
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| 2/12/2025 | Momentous Wealth Management Inc. | 17,170 | $569K | 0.5% | N/A | 0.223% | |
| 2/11/2025 | Syverson Strege & Co | 12,519 | $415K | 0.1% | +8.0% | 0.163% | |
| 2/10/2025 | Carlson Capital Management | 12,683 | $420K | 0.0% | +21.9% | 0.165% | |
| 2/10/2025 | Wealth Architects LLC | 107,723 | $3.57M | 0.4% | +15.4% | 1.399% | |
| 2/10/2025 | Curio Wealth LLC | 1,180 | $39K | 0.0% | N/A | 0.015% | |
| 2/10/2025 | Corient Private Wealth LLC | 62,358 | $2.07M | 0.0% | +3.9% | 0.810% | |
| 2/10/2025 | Farther Finance Advisors LLC | 15,957 | $529K | 0.0% | +23.1% | 0.207% | |
| 2/10/2025 | Parkworth Wealth Management Inc. | 2,751 | $91K | 0.1% | N/A | 0.036% | |
| 2/7/2025 | Geometric Wealth Advisors | 7,002 | $232K | 0.0% | +10.3% | 0.091% | |
| 2/7/2025 | Morling Financial Advisors LLC | 14,837 | $492K | 0.2% | +10.2% | 0.193% | |
